“We're not out of the woods yet!" | S4E11 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA

Welcome to the "Presidio Perspective"! In this thought-provoking episode, join host Dustin TenBroeck and Dave Chenet as they delve into the dynamic world of public markets and shed light on the factors shaping their current state. Gain valuable insights as they explore the resurgence of growth stocks and the impending decision on the debt ceiling, highlighting the potential consequences that may arise.

Through a careful analysis of economic indicators, Dustin and Dave explain the ongoing recession since June, attributing it to interest rates and inflation. They dive into the Federal Reserve's role in managing inflation and promoting full employment, discussing the likelihood of future interest rate cuts.

Discover why strong consumer spending and a tight labor market can pose challenges when it comes to swiftly reducing inflation. Delve into the implications this presents for both investors and the overall economy. Gain a deeper understanding of the factors contributing to the expectation of a prolonged period characterized by low growth and higher-than-average inflation.

Join us as we explore the potential consequences of this economic environment for individuals and the broader market. Don't miss out on this informative episode that offers invaluable insights for both seasoned investors and those looking to navigate the intricacies of today's economic landscape. Tune in now to expand your knowledge and make informed decisions!

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 TIMESTAMPS:

●     00:00 - Introduction

●     00:50 - How did we get here?

●     02:09 - What caused the June recession?

●     04:29 - The US consumer recession expenditures

●     05:06 - Interest rates are priced in

●     06:31 - What's the longer-term higher inflation? 

●     07:44 - Preparing for the long road ahead

●     08:39 - Fiscal Monetary Headwinds

●     10:45 - Portfolio management for investors

●     12:06 - How do you get money in investing?

●     16:09 - 10 Year Yielding Calculation Example

●     18:58 - What happens when two fundamental beliefs conflict?

●     22:26 - Navigating Uncertain Economic Landscape
 
 

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